Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMEREN CORPAEE · Entity 3150 | Director | January 03, 2025 | January 07, 2025 |
| American Water Works Company, Inc.AWK · Entity 3169 | Director | May 15, 2024 | May 17, 2024 |
| US BANCORP DEUSB · Entity 2923 | Director | April 18, 2024 | April 19, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMEREN CORP
Report date January 03, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 3,939 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Grant · Acquired 1,911 · Balance 3,939 F1: Director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: Director compensation.
American Water Works Company, Inc.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,346 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 1,234 · Balance 6,346 |
US BANCORP DE
Report date April 18, 2024 · Filed April 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,691 |
Reported balance
After 2024-04-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-18 · Grant · Acquired 4,691 · Balance 4,691 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2025 Filed Jan 7, 2025 21:34 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 1,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-25-000017 · wk-form4_1736285656.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,939 F1 · shares: Director compensation. Read SEC document |
| May 15, 2024 Filed May 17, 2024 14:52 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-24-000105 · wk-form4_1715957565.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,346 Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 20:58 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 4,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005151 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691 Underlying: Common Stock, $0.01 par value · 4,691 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:04 UTC | AMEREN CORP AEE · Entity 3150 | GrantCommon Stock, $.01 Par Value | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001002910-24-000022 · wk-form4_1704495851.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,028 F1 · shares: Director compensation. Read SEC document |
| May 10, 2023 Filed May 12, 2023 22:28 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-23-000096 · wf-form4_168393052346563.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,112 F1 · shares: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted into common stock generally within 30 days following the earlier of August 16, 2024 (subject to the right of the reporting person to defer payment in accordance with the terms of the grant), a separation from service or a change of control of the Company. Read SEC document |
| April 20, 2023 Filed Apr 24, 2023 20:57 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 5,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-004954 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,035 Underlying: Common Stock, $0.01 par value · 5,035 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| May 11, 2022 Filed May 13, 2022 01:10 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-22-000101 · wf-form4_165240418575877.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,077 F1 · shares: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted into common stock generally within 30 days following the earlier of August 14, 2023 (subject to the right of the reporting person to defer payment in accordance with the terms of the grant), a separation from service or a change of control of the Company. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 20:15 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006066 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,040 Underlying: Common Stock, $0.01 par value · 3,040 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| May 12, 2021 Filed May 13, 2021 22:59 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 936 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-21-000159 · wf-form4_162094676083607.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,036 F1 · shares: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted into common stock generally within 30 days following the earlier of August 12, 2022 (subject to the right of the reporting person to defer payment in accordance with the terms of the grant), a separation from service or a change of control of the Company. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 20:23 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006963 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,849 Underlying: Common Stock, $0.01 par value · 2,849 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| May 13, 2020 Filed May 15, 2020 19:55 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-20-000089 · wf-form4_158957253022478.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 F1 · shares: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one-share-per-unit basis. The stock units vested on the date of grant and will be converted into common stock generally within 30 days following the earlier of August 13, 2021 (subject to the right of the reporting person to defer payment in accordance with the terms of the grant), a separation from service or a change of control of the Company. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 20:20 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,196 | $33.37 | $106,650.52 |
DisclosureSEC source: 0001225208-20-006760 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,196 Underlying: Common Stock, $0.01 par value · 3,196 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| July 25, 2019 Filed Jul 29, 2019 20:27 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 941 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-19-000138 · wf-form4_156443205861049.xml · nonDerivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 941 F1 · shares: The shares indicated constitute units that settle solely in the common stock of American Water Works Company, Inc. (the "Company") on a one share per unit basis. The stock units vested on the date of grant and will be converted into common stock generally within 30 days following the earlier of August 14, 2020 (subject to the right of the reporting person to defer payment in accordance with the terms of the grant), a separation from service or a change of control of the Company. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:27 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,124 | $51.21 | $159,980.04 |
DisclosureSEC source: 0001225208-19-007092 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124 Underlying: Common Stock, $0.01 par value · 3,124 shares Expires not disclosed F1 · derivative.exercise_price: Restriced stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 20:22 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,959 | $50.70 | $150,021.30 |
DisclosureSEC source: 0001225208-18-007969 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,959 Underlying: Common Stock, $0.01 par value · 2,959 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:33 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 890 | $56.15 | $49,973.50 |
DisclosureSEC source: 0001225208-18-001345 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock, $0.01 par value · 890 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:23 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,957 | $50.73 | $150,008.61 |
DisclosureSEC source: 0001225208-17-001457 · doc4.xml · derivative · entry 1 HARRIS KIMBERLY J · CIK 0001183908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957 Underlying: Common Stock, $0.01 par value · 2,957 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.